Filing Research | CNDT - CONDUENT INC Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	617.8KSH	$902.0K
2	Farther Finance Advisors, LLC	Shares	277.9KSH	$405.7K
3	Trust Asset Management LLC	Shares	4.0KSH	$291.0K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.2KSH	$115.9K
5	Abel Hall, LLC	Shares	77.0KSH	$112.5K
6	Diversified Trust Co	Shares	70.9KSH	$103.5K
7	Police & Firemen's Retirement System of New Jersey	Shares	33.9KSH	$49.5K
8	Merit Financial Group, LLC	Shares	27.2KSH	$39.7K
9	Investors Research Corp	Shares	14.6KSH	$21.3K
10	MARATHON CAPITAL MANAGEMENT	Shares	12.5KSH	$18.3K
11	Williams & Novak, LLC	Shares	10.3KSH	$15.0K
12	HOWARD FINANCIAL SERVICES, LTD.	Shares	10.0KSH	$14.6K
13	EverSource Wealth Advisors, LLC	Shares	4.2KSH	$6.1K
14	True Wealth Design, LLC	Shares	1.2KSH	$1.7K
15	GAMMA Investing LLC	Shares	974SH	$1.4K
16	Fortitude Family Office, LLC	Shares	387SH	$565
17	SJS Investment Consulting Inc.	Shares	349SH	$510
18	IFP Advisors, Inc	Shares	331SH	$483
19	CoreCap Advisors, LLC	Shares	129SH	$188
20	SIGNATUREFD, LLC	Shares	86SH	$126
21	Steigerwald, Gordon & Koch Inc.	Shares	85SH	$124
22	Wealth Enhancement Trust Services, Inc.	Shares	74SH	$108
23	COUNTRY TRUST BANK	Shares	40SH	$58
24	Mascoma Wealth Management LLC	Shares	40SH	$58
25	Triumph Capital Management	Shares	40SH	$58
26	DiNuzzo Private Wealth, Inc.	Shares	30SH	$44
27	Center for Financial Planning, Inc.	Shares	20SH	$30
28	Fortis Group Advisors, LLC	Shares	20SH	$29
29	LANARK FINANCIAL, INC.	Shares	20SH	$29
30	State of Alaska, Department of Revenue	Shares	8.6KSH	$12
31	SBI Securities Co., Ltd.	Shares	3SH	$4
32	Capital Advisors, Ltd. LLC	Shares	1SH	$0

Manager changes2026-06-30 vs 2026-03-31

38 / 38 loaded

#		Instrument
1	Trust Asset Management LLC new	Shares	+4.0K	+$291.0K	$291.0K
2	Assenagon Asset Management S.A. trimmed	Shares	-10.1K	+$98.3K	$902.0K
3	Abel Hall, LLC added	Shares	+46.4K	+$73.2K	$112.5K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+42.1K	+$68.4K	$115.9K
5	Farther Finance Advisors, LLC added	Shares	+12.6K	+$52.9K	$405.7K
6	Diversified Trust Co unchanged	Shares	0	+$12.8K	$103.5K
7	Merit Financial Group, LLC added	Shares	+5.1K	+$11.4K	$39.7K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$6.1K	$49.5K
9	MARATHON CAPITAL MANAGEMENT added	Shares	+2.5K	+$5.5K	$18.3K
10	EverSource Wealth Advisors, LLC added	Shares	+1.7K	+$2.9K	$6.1K
11	Investors Research Corp trimmed	Shares	-460	+$2.0K	$21.3K
12	HOWARD FINANCIAL SERVICES, LTD. unchanged	Shares	0	+$1.8K	$14.6K
13	True Wealth Design, LLC added	Shares	+874	+$1.3K	$1.7K
14	Fortitude Family Office, LLC new	Shares	+387	+$565	$565
15	SJS Investment Consulting Inc. added	Shares	+234	+$362	$510
16	GAMMA Investing LLC trimmed	Shares	-39	+$125	$1.4K
17	Wealth Enhancement Trust Services, Inc. new	Shares	+74	+$108	$108
18	CoreCap Advisors, LLC unchanged	Shares	0	+$23	$188
19	SIGNATUREFD, LLC unchanged	Shares	0	+$16	$126
20	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$15	$124
21	COUNTRY TRUST BANK unchanged	Shares	0	+$7	$58
22	Mascoma Wealth Management LLC unchanged	Shares	0	+$7	$58
23	Triumph Capital Management unchanged	Shares	0	+$7	$58
24	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$5	$44
25	Center for Financial Planning, Inc. unchanged	Shares	0	+$4	$30
26	LANARK FINANCIAL, INC. unchanged	Shares	0	+$4	$29
27	Fortis Group Advisors, LLC unchanged	Shares	0	+$3	$29
28	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$12
29	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
30	SBI Securities Co., Ltd. unchanged	Shares	0	$0	$4
31	IFP Advisors, Inc trimmed	Shares	-54	-$10	$483
32	HHM Wealth Advisors, LLC exited	Shares	-20	-$26	$0
33	WEBSTER BANK, N. A. exited	Shares	-20	-$26	$0
34	Bogart Wealth, LLC exited	Shares	-33	-$42	$0
35	Blue Trust, Inc. exited	Shares	-100	-$128	$0
36	Physician Wealth Advisors, Inc. exited	Shares	-787	-$1.0K	$0
37	Golden State Wealth Management, LLC exited	Shares	-1.4K	-$1.8K	$0
38	Williams & Novak, LLC trimmed	Shares	-5.0K	-$5.3K	$15.0K